# Cutters, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cutters-inc-401k-plan

> Cutters, INC.'s 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cutters, INC.

- **Sponsor EIN:** 363081382

- **Sponsor Address:** 515 NORTH STATE STREET, 25TH FLOOR, CHICAGO, IL, 60654

- **Plan Type:** 401(k)

- **Total Participants:** 100

- **Total Assets:** $23.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|100|$23.7M|$123,817|$1.2M|

| 2023|101|$23.2M|$132,073|$1.1M|

| 2022|95|$20.8M|$134,042|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$14,707|—|$14,707|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,033|—|$7,033|

| DUGAN & LOPATKA CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,740

- **Estimated Expense Ratio:** 0.092% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$21,740|$7,033|—|—|—|

| 2023|$22,694|$8,719|—|—|—|

| 2022|$362,445|—|$29,648|—|—|

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